Purchases and Sales Made in Q3 2023 in Ishares California Muni Bond E (CMF)
This table provides information about the institutional ownership of Ishares California Muni Bond E (CMF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES CALIFORNIA MUNI BOND E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.13K- 10.65% |
$116K - $122K
|
17.8K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.14K- 33.95% |
$117K - $123K
|
4.17K
$238K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-2.23K- 64.96% |
$122K - $127K
|
1.2K
$68.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.58K- 11.08% |
$141K - $148K
|
20.7K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.71K- 64.91% |
$148K - $155K
|
1.46K
$83.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-2.78K- 9.93% |
$152K - $159K
|
25.2K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3K- 26.55% |
$164K - $172K
|
8.3K
$474K
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-3.03K- 12.95% |
$165K - $173K
|
20.3K
$1.16M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.72K- 3.88% |
$203K - $213K
|
92.3K
$5.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.1K- 47.98% |
$224K - $235K
|
4.45K
$254K
|
|
|
Nov 03, 2023
Q3 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-4.42K- 9.47% |
$242K - $253K
|
42.3K
$2.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-4.44K- 40.29% |
$243K - $254K
|
6.58K
$376K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-4.85K- 14.02% |
$265K - $277K
|
29.7K
$1.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.52K- 17.83% |
$302K - $316K
|
25.4K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-7.71K- 10.61% |
$421K - $441K
|
65K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.97K- 5.65% |
$435K - $456K
|
133K
$7.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.52K- 6.82% |
$466K - $488K
|
116K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10.1K- 16.55% |
$552K - $578K
|
50.9K
$2.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.3K- 47.33% |
$562K - $588K
|
11.4K
$653K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-12.3K- 0.73% |
$670K - $701K
|
1.67M
$95.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.3K- 37.82% |
$727K - $761K
|
21.9K
$1.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-13.7K- 4.99% |
$747K - $782K
|
260K
$14.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-25.5K- 10.15% |
$1.39M - $1.46M
|
226K
$12.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-29K- 10.45% |
$1.58M - $1.66M
|
248K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-44.6K- 26.05% |
$2.44M - $2.55M
|
127K
$7.22M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-78K- 58.47% |
$4.26M - $4.46M
|
55.4K
$3.16M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-79.5K- 16.34% |
$4.35M - $4.55M
|
407K
$23.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-153K- 59.71% |
$8.38M - $8.77M
|
103K
$5.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-191K- 29.75% |
$10.5M - $10.9M
|
452K
$25.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-192K- 30.58% |
$10.5M - $11M
|
435K
$24.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.74M- 19.0% |
$94.9M - $99.4M
|
7.41M
$423M
|